Aubrey H. Carlisle

GUIDESTONE ADVISORS

Dallas, TX 75244-6152

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CRD#: 5306801

Professional summary

Aubrey Hix Carlisle, CFP®, who also goes by Aubrey H Carlisle, Aubrey H Corlizle, is a registered financial advisor currently at GUIDESTONE ADVISORS located in Dallas, Texas and GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.

Aubrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Aubrey has worked at 6 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aubrey H Carlisle | Aubrey H Corlizle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aubrey Hix Carlisle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 7, 2021 - Present

GUIDESTONE ADVISORS

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

RIA

CRD#: 149624

Dallas, TX

Current

July 1, 2021 - Present

GUIDESTONE FINANCIAL SERVICES

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

CRD#: 148249

Dallas, TX

Past

July 10, 2020 - May 20, 2021

INSPIRE INVESTING, LLC

RIA

CRD#: 171988

Silver Spring, MD

Past

August 28, 2018 - March 2, 2020

UPRIGHT FINANCIAL, LLC

RIA

CRD#: 298143

SILVER SPRING, MD

Past

February 20, 2018 - July 16, 2018

ARTHUR STEIN FINANCIAL, LLC

RIA

CRD#: 160627

BETHESDA, MD

Past

September 14, 2009 - January 31, 2018

GUIDESTONE ADVISORS

RIA

CRD#: 149624

DALLAS, TX

Past

September 9, 2009 - January 31, 2018

GUIDESTONE FINANCIAL SERVICES

CRD#: 148249

DALLAS, TX

Past

June 22, 2007 - August 19, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

May 17, 2007 - August 19, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GUIDESTONE ADVISORS

GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS

CRD#: 149624 / SEC#: 801-70177

RIA

Registered Investment Advisory firm - (6/1/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/26/2021)

Alaska
(7/26/2021)

Arizona
(7/26/2021)

Arkansas
(7/26/2021)

California
(7/26/2021)

Colorado
(7/26/2021)

Connecticut
(7/26/2021)

Delaware
(7/26/2021)

District of Columbia
(7/26/2021)

Florida
(7/26/2021)

Georgia
(7/26/2021)

Hawaii
(7/26/2021)

Idaho
(7/26/2021)

Illinois
(7/26/2021)

Indiana
(7/26/2021)

Iowa
(7/26/2021)

Kansas
(7/26/2021)

Kentucky
(7/26/2021)

Louisiana
(7/26/2021)

Maine
(7/26/2021)

Maryland
(7/26/2021)

Massachusetts
(7/26/2021)

Michigan
(7/26/2021)

Minnesota
(7/26/2021)

Mississippi
(7/26/2021)

Missouri
(7/26/2021)

Montana
(7/26/2021)

Nebraska
(7/26/2021)

Nevada
(7/26/2021)

New Hampshire
(7/26/2021)

New Jersey
(7/26/2021)

New Mexico
(7/26/2021)

New York
(7/26/2021)

North Carolina
(7/26/2021)

North Dakota
(7/26/2021)

Ohio
(7/26/2021)

Oklahoma
(7/26/2021)

Oregon
(7/26/2021)

Pennsylvania
(7/26/2021)

Rhode Island
(7/26/2021)

South Carolina
(7/26/2021)

South Dakota
(7/26/2021)

Tennessee
(7/26/2021)

IAR

Texas
(6/7/2021)

Texas
(7/22/2021)

Utah
(7/26/2021)

Vermont
(7/26/2021)

Virginia
(7/26/2021)

Washington
(7/26/2021)

West Virginia
(7/26/2021)

Wisconsin
(7/26/2021)

Wyoming
(7/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/22/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/21/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 7/1/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GUIDESTONE ADVISORS

GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS

CRD#: 149624 / SEC#: 801-70177

RIA

Registered Investment Advisory firm - (6/1/2009 Approved)

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Contact information

Main Address

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

Mailing Address

Phone number

(214) 720-6486

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUIDESTONE ADVISORS, LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,414
AUM (Assets Under Management)	$ 1,591,991,122

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
01/26/2024	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Aubrey H. Carlisle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aubrey Hix Carlisle's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUIDESTONE FINANCIAL SERVICES

INSPIRE INVESTING, LLC

UPRIGHT FINANCIAL, LLC

ARTHUR STEIN FINANCIAL, LLC

GUIDESTONE ADVISORS

GUIDESTONE FINANCIAL SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GUIDESTONE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/2021

Series 66

Date: 6/21/2007

Series 6TO

Date: 7/1/2021

SIE

Date: 1/31/2018

Series 7

Date: 5/15/2007

FINRA

Current Firm

GUIDESTONE ADVISORS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GUIDESTONE ADVISORS

TRUST BUT VERIFY

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